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Disclosery

True Wealth Design, LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of True Wealth Design, LLC on DFAC, newest first. How the timeline and the estimate are built.

True Wealth Design, LLC held 1,498,581 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,498,581 shares
    Change vs previous 13F +97,820 shares

    15.81% of the 13F portfolio, value $66,477,037.

    13F-HR 0001966033-26-000004 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,400,761 shares
    Change vs previous 13F +36,715 shares

    15.1% of the 13F portfolio, value $54,433,575.

    13F-HR 0001966033-26-000003 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,364,046 shares
    Change vs previous 13F -19,433 shares

    15.83% of the 13F portfolio, value $54,002,584.

    13F-HR 0001966033-26-000001 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,383,479 shares
    Change vs previous 13F -2,221 shares

    16.31% of the 13F portfolio, value $53,360,787.

    13F-HR 0001966033-25-000008 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,385,700 shares
    Change vs previous 13F -73,134 shares

    17.5% of the 13F portfolio, value $49,663,480.

    13F-HR 0001966033-25-000004 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,458,834 shares
    Change vs previous 13F -22,808 shares

    18.33% of the 13F portfolio, value $48,126,934.

    13F-HR 0001966033-25-000003 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,481,642 shares
    Change vs previous 13F -20,744 shares

    19.89% of the 13F portfolio, value $51,249,993.

    13F-HR 0001966033-25-000001 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,502,386 shares
    Change vs previous 13F not available

    20.12% of the 13F portfolio, value $51,516,831.

    13F-HR 0001966033-24-000005 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).